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Cody, Cody & McCarthy in the News

  • Should Mass. residents care if Trump repeals the estate tax?
  • Five Star Professional Honors Dagmar Pollex of Cody, Cody & McCarthy as a 2016 Five Star Financial Services Professional Award Winner
  • Maana Hickson in Boston Seniority (see page 18)
  • Denise McCarthy: The 5 Most Common Estate Planning Myths
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Newsletters & Publications

Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.

Feel free to download the articles below* and sign up here to receive updates.



Client Newsletters

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Client Focused Newsletter

  • Correction to June 2020 Newsletter
  • Retirement Account Basics for 2020
  • Estate Planning as a Powerful Exercise in Optimism
  • Financial Literacy Month: Are All of Your Financial Ducks in a Row?
  • Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future
  • No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
  • Millennials, You Need an Estate Plan Too
  • Caregivers, You’re Not Planning Just for Yourself
  • Steps to Take When a Loved One Dies
  • Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
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Wealth Advisor Newsletter Archive

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